EDR Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
EDR Investment Advisors is a small, state‑registered independent adviser that provides discretionary and non‑discretionary portfolio management, along with financial planning and consulting, to individuals, business entities, and retirement plans. The firm manages roughly $4 million across a limited number of client relationships and charges percentage‑of‑assets fees for advisory services.
The firm implements portfolios primarily using mutual funds, exchange‑traded funds, and individual equity and fixed‑income securities, employing fundamental, technical and charting analysis and a mix of long‑term, short‑term and trading strategies. It treats cash as an asset class, may use a sub‑adviser for portions of client portfolios while retaining the client relationship, and conducts ongoing account reviews tied to client objectives and market conditions.
What is distinctive about the firm is its affiliation with a separate insurance agency: the firm’s principal is a licensed insurance agent and may recommend insurance products on a commission basis, a potential conflict the brochure discloses and clients are free to decline. The firm also notes the use of structured notes and a conservative posture toward digital assets—advising on crypto exposure through ETFs or third‑party managers but not exercising discretionary authority to buy cryptocurrencies for client accounts.
Client services
Expertise
Fee options
Registrant may charge a flat fee or fee waivers based on certain criteria and may charge separate fees for extraordinary planning or stand-alone projects.
$0 - $2,499,999: 1.50% $2,500,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000+: 0.75%
Financial planning and consulting services may be charged on an hourly basis generally around $150 per hour (negotiable).
Fee-only: Fee-only (generally ranging from 1.50% to 0.75% annually) based on asset tiers; no commissions received from product sales.
Main office
495 Highway 93 North
Eureka MT 59917
Advisors at this office
1
Most active in
Montana
Also doing business as
Edr Investment Advisors · Edr Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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